Huawei's "car-building" detonated the auto sector, and the share price of BAIC Langu, the "marriage partner", has soared by nearly 80% from a month ago. The rising trend of small partners in the supply chain is not yielding too much. with the landing of the first new energy car led by Huawei, BAIC polar fox Huawei inside Alpha S, more and more listed companies are "close to each other" and hope to gain market attention.
Changshu Auto Decoration won three consecutive plates
From a disk point of view, Changshu auto decoration won three consecutive boards, which is expected to impact the fourth trading board today.
Changshu Auto Decoration mainly deals with automobile interior accessories, which is not only bound to the new car-building forces such as Tesla, Lulai, ideal and Xiaopeng, but also has cut into the supply chain of traditional car companies such as Volkswagen MEB, Mercedes-Benz EQB and BMW Electric version. Changshu Auto Decoration was "certified" on the interactive platform on April 20, and the company is the supplier of BAIC Blue Valley ARCFOX Polar Fox.
As the stock price rose too sharply in the short term, Changshu Auto Decoration issued an announcement of abnormal stock price fluctuations, which prompted the risk of the new energy vehicle business that investors are more concerned about. Changshu Auto Decoration said that in 2020, the company's new energy sales accounted for about 10.6% of the total sales, and some new energy projects are still in the early stage of design and development. In addition, the new energy market faces the risk of more participants, competitive environment and drama, and the sales of new models matching related products are determined by the market situation, there is uncertainty.
Bohai Automobile 6 days 5 boards
Although the share price of Bohai Motor is in decline today, once approaching the falling limit, it has gained 5 trading limits in the first six trading days.
Bohai Automobile has a long history with BAIC Langu, which is not only the participating shareholder, brother enterprise, but also the supplier of the latter. Bohai Automobile and BAIC Langu are both owned by BAIC Group; Bohai Automobile owns 3.01% of BAIC Langu; according to Bohai Automobile in Interactive Yi, the subsidiary supplies shock absorbers to BAIC Blue Valley's high-end ARCFOX polar fox.
A number of listed companies have announced that they have cut into BAIC's polar fox supply chain.
As Huawei car-building detonated the auto sector, money also swarmed in, a number of listed companies have announced that they have cut into the polar fox or BAIC supply chain.
Yunhai Metal said on the interactive platform that the company provides dashboard support for BAIC Polar Fox New Energy vehicles.
Ruihu Mould said that the covering molds for some models of the Alpha series under the polar fox brand were provided by the company.
According to Wanan Technology, the company and BAIC New Energy have jointly developed a Huawei version of the front and rear subframe, complete with the Alpha S model.
Dayang Electric said that although the products are not matched with BAIC Pole Fox, the company is an important supplier of BAIC new energy.
Guanghui Automobile announced that it signed a strategic cooperation agreement with polar fox to explore the construction of six scene service systems: travel, charging, Internet connection, car purchase, maintenance and life, so as to break the boundary between industry and business and provide users with physical and touchable solutions.
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